Applications Administration Guide > Proposals >

Sample Data: Field Mappings and Templates

To help you create your first proposal, your Siebel application includes sample data.

Sample Field Mappings

The Document Field Mappings Administration view includes two mappings: Opportunity and Account. These mappings list common fields you can use in creating your proposal. Table 28 and Table 29 show these mappings.

Table 28.  For Business Object: Opportunity, Business Component: Opportunity
Bookmark
Business Component Field
Company
Account
Address
Street Address
City
City
State
State
ZipCode
Postal Code
Country
Country
Industry
Industry
Table 29.  For Business Object: Account, Business Component: Account
Bookmark
Business Component Field
Company
Account
Address
Street Address
City
City
State
State
ZipCode
Postal Code
Country
Country
Industry
Industry
Account Type
Type

Use the Bookmark name in your Word document when you create a bookmark (for example, REF Company) and select this mapping for the Proposal Templates you create. It will match to the Siebel Business Component field (for example, Account) in your proposal draft with that assigned mapping.

Sample Templates

Siebel eBusiness Applications come with a sample database. The Document Template Administration view includes several sample proposal templates for Microsoft Word.

These sample proposals can be used as a reference when you define your own proposal template. In this sample database, you will find the following Siebel Proposals sample proposals:

The sample templates fall into the following categories:

Seed Templates

Customers using the Target Account Selling Module (TAS) can run an Opportunity Plan report in Microsoft Word using the TAS Opportunity Plan template. This proposal template is available in the seed database. For more information on setting up the TAS Opportunity Plan template, see the Upgrade Guide for the operating system you are using.


 Applications Administration Guide
 Published: 09 September 2004